See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,339 | $209,411+28.6% | $178,490+50.9% | $158,922+69.5% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 11.72% | 188.75%-177.0pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,794 | $5,706-68.6% | $5,011-64.2% | $4,761-62.3% |
| Participant deferral / active EE | $4,379 | $5,954-26.5% | $5,202-15.8% | $5,982-26.8% |
| Admin fee / account holder | $2,089 | $17,074-87.8% | $13,984-85.1% | $11,246-81.4% |